Institutional Ownership Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS). We have compiled data on the 873 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bright Rock Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,000
shares
|
$1.64 Million
0.36% of portfolio
|
Q2 2019
Reduced 33.33%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,936
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 170.19%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,847
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,828
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
5,766
shares
|
$1.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
5,742
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2025
Reduced 26.96%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
5,577
shares
|
$1.53 Million
0.29% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,564
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 45.88%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
5,549
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 67.93%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,536
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,531
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.12%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,506
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
5,454
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 54.11%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
5,435
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,335
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,218
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 258.63%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
5,208
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,173
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2025
Reduced 97.31%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
5,169
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,166
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,158
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
5,125
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
5,102
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,997
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
4,993
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2024
Added 0.14%
|
|